Sharath Sama – Financial Adviser
Adviser identifying number: 403613
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: SENTINEL PRIVATE WEALTH PTY LTD
Licence number: 344762
Licensee’s ABN: 45141149304
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/07/2013
The date the Financial Adviser ceased the appointment: 25/11/2014
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- CPA – CPA Australia
- Diploma of Financial Planning FNS50804 – International Institute of Technology
- Margin Lending and Geared investment – Kaplan Professional Education
- Master of Commerce (Accounting) – The University of Sydney
- Principleas in Self managed Superannuation Funds – International Institute of Technology
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Sharath Sama is authorised to provide advices on following products: